Wealth Planner
Huntington
Wealth Planner
Summary: The Wealth Planner will be responsible for delivering planning to clients with a net worth of $1-10M. This role is responsible for delivering high-quality financial planning services, conducting in-depth discovery conversations, and partnering with both clients and wealth advisors to design and implement comprehensive wealth strategies.
Duties And Responsibilities
- Lead financial planning engagements for clients with a net worth of $1-10M.
- Conduct thorough discovery conversations to identify client goals, values, and financial objectives.
- Develop, present, and review customized financial plans, incorporating retirement, tax, estate, investment, and risk management strategies.
- Collaborate closely with internal wealth advisors to support client relationship management and plan implementation.
- Provide mentorship, training, and guidance to wealth advisors on financial planning best practices and effective discovery techniques.
- Ensure all financial plans meet compliance and regulatory requirements and reflect the firm's planning philosophy.
- Stay informed of industry trends, tax laws, and planning strategies to provide clients with cutting-edge advice.
- Perform other duties as assigned.
Basic Qualifications:
- Bachelor's degree
- CFP® designation preferred.
- Minimum 8 years of experience in financial planning or wealth management.
- Exceptional interpersonal and communication skills.
- Strong coaching and presentation abilities.
Exempt Status: (Yes = not eligible for overtime pay) ( No = eligible for overtime pay)
Yes
Workplace Type:
Office
Our Approach to Office Workplace Type
Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team.
Huntington is an Equal Opportunity Employer.
Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details.
Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Wealth Planner in Columbus, OH vacancy
$96k - $181k
...Location: 175 S 3rd Street, Columbus Ohio Job Summary The Wealth Planner (Planner) is responsible for delivering financial planning experience to Key Private Bank (KPB) high net worth clients and prospects. The Planner will work closely with KPB Relationship Managers...SuggestedWork experience placementWork at officeFlexible hoursNight shiftKey Bank
Columbus, OH5 days ago- ...Private Wealth Planner The Private Client experience at J.P. Morgan offers a pathway to Wealth Management through comprehensive, expert planning. The Private Wealth Planner (PWP) role is central to this, working collaboratively with an integrated client service team...SuggestedWork at office
Chase
Columbus, OH4 days ago - A leading financial institution in Columbus, Ohio, is seeking a Wealth Planner to deliver comprehensive financial planning services for clients with a net worth of $1-10M. This role involves conducting in-depth discovery conversations, collaborating with wealth advisors...SuggestedRemote job
- A financial services institution is seeking a Wealth Planner to deliver planning for clients with a net worth of $1-10M. The role involves leading financial engagements, conducting discovery conversations, and collaborating with wealth advisors to implement comprehensive...SuggestedWork at officeRemote workFlexible hours
$65k - $72k
Corient Services LLC in Columbus, Ohio, is seeking a qualified professional to join their Wealth Planning Team. The role involves analyzing client financial information and creating comprehensive financial plans. Ideal candidates will have 3-5 years of wealth management...SuggestedFull timeFlexible hours- A leading financial institution is seeking a Wealth Planner to deliver comprehensive financial planning services to high net worth clients. The role requires collaboration with KPB Relationship Managers to deepen client relationships and lead advanced planning conversations...
- Fifth Third Bank is looking for a Wealth Management Advisor II in Columbus, Ohio. This role will serve as a trusted advisor for Private Bank clients, helping them to achieve their wealth goals with personalized financial strategies. The ideal candidate should have a Bachelor...
$65k - $80.2k
A major financial institution in Columbus, Ohio, seeks a Wealth Management Advisor to lead investment planning and manage client portfolios. The ideal candidate will have a bachelor's degree, a financial sales background, and relevant licenses. This role involves building...- ...is highly encouraged The Purpose of Your Role The Planning Consultant works alongside the Financial Consultant and/or Wealth Planner in a financial planning capacity. This role expands upon the planning capabilities available to engage Fidelity's most valuable...
Fidelity Investments
Columbus, OH5 days ago - ...WealthBridge Financial Group is seeking a results-oriented Estate & Wealth Planning Specialist to join our team. In this position, you will engage with clients to understand their financial objectives and provide them with tailored advice and strategies that align with...Full time
- ...Supply Chain Planner Develop and maintain the supply plan within the SIOP process, balancing demand, supply, and inventory for the Channel business. Translate demand plans into production and material requirements in collaboration with factories, buyers, and suppliers...Temporary work
Vertiv Holdings
Columbus, OH1 day ago - Job Opportunity At Nationwide Children's Hospital From the moment you walk through our doors, you feel it. When you meet our patients and families, you understand why you're here. And when you speak with anyone on our team, you'll want to be part of it. We're looking...Flexible hours
Nationwide Children's Hospital
Columbus, OH2 days ago $30.55 per hour
...Critical Infrastructure Protection Planner Organization: Public Safety Agency Contact Name and Information: Alison Granger / ****@*****.*** Work Location: Charles D Shipley Building 1970 West Broad Street Columbus 43223-1102 Primary Location: United...Hourly payFull timePart timeLocal areaImmediate startRemote workOhio Jobs
Columbus, OH3 days ago- ...hope to patients around the world, join us - and be part of something bigger than yourself. About The Role: The Operations Planner is responsible for developing, maintaining, and optimizing integrated production schedules to support gene therapy manufacturing operations...Work at officeLocal area
Forge Biologics
Columbus, OH5 days ago - A leading travel agency seeks motivated individuals to become Remote Travel Advisors. You will assist clients in planning vacations, cruises, and group travel while providing exceptional service. No prior experience is necessary as training and mentorship are provided. ...Remote workFlexible hours
TK Travel and Events
Columbus, OH1 day ago $55.3k - $102.7k
Amex GBT is a place where colleagues find inspiration in travel as a force for good and – through their work – can make an impact on our industry. We’re here to help our colleagues achieve success and offer an inclusive and collaborative culture where your voice is valued...Contract workImmediate startFlexible hoursAmerican Express Global Business Travel
Columbus, OH4 days ago- Overview PURPOSE STATEMENT: Provide assistance to patients and their families by developing a documented continuing care plan to ensure ongoing support in recovery and or other behavioral, mental or health care follow up after discharge from the facility....Local area
Acadia Healthcare
Columbus, OH3 days ago $22 per hour
Job Title Primary Responsibility: Responsible for allocating orders, releasing work to warehouse floor, balancing workflow, and ensuring inbound and outbound truck turn times are within acceptable levels. What You'll Do: Resolve order product shortages Manage...Hourly payWork experience placementWork at officeWork from homeShift workAmericold Logistics
Columbus, OH3 days ago- ...advice. Don't think traditional retail, Bonobos is something you haven't seen before. Responsibilities POSITION OVERVIEW The Planner, in partnership with the Merchant/Sr. Planner is responsible for developing and translating department pre-season category...WorldwideFlexible hours
Express
Columbus, OH2 days ago $148.6k - $212.29k
...Senior Correctional Health Planner At HDR, our employee-owners are fully engaged in creating a welcoming environment where each of us is valued and respected, a place where everyone is empowered to bring their authentic selves and novel ideas to work every day. As we...Full timeTemporary workPart timeHDR
Columbus, OH3 days ago- ...Production Planner Plans, schedules, and monitors the movement of material through the production cycle. Determines material requirements from the business requirements planning meeting, material requirements plan, and customer orders to confirm production schedules...Contract work
PSI (Proteam Solutions)
Columbus, OH4 days ago - What You’ll Do: Manage key vendor relationships with customers to manage demand and planning Collaborate with cross-functional teams such as Planning, Allocation, Finance and Warehouse Monitor capacity, demand, and production timelines to ensure on-time execution...Temporary work
Dawson
Columbus, OH1 hour ago - MLee Healthcare Staffing and Recruiting, Inc is looking for a Remote Healthcare Talent Strategist in Columbus, OH. In this fully remote role, you will connect healthcare candidates with recruiting opportunities while working at your own pace. This commission-only position...Remote work
MLee Healthcare Staffing and Recruiting, Inc
Columbus, OH3 days ago $70.35k - $196k
We are: We are a global collective of innovators applying the New every day to improve the way the world works and lives. New doesn't mean being ahead of the curve; new is pushing forward the curve, riding the edge where the impossible meets the transformational and...Work experience placementLive inWork at officeLocal areaAccenture
Columbus, OH1 day ago- Mendix is a low-code app development platform: First, what is low-code? Low-code is a visual approach to software development that enables you to abstract and automate every step of the application lifecycle. Gartner predicts that "by 2024, low-code application development...Local area
Siemens
Columbus, OH3 days ago - Want to make a meaningful difference in peoples' lives while earning a competitive salary? At Jushi Holdings Inc. ") (CSE: JUSH) (OTCQX: JUSHF), we are shaping the future of the cannabis industry, the fastest growing jobs sector in the U.S. As a Production Scheduler at...Temporary workWork experience placementLocal areaFlexible hoursShift work
Jushi USA
Columbus, OH5 days ago - ...professional and honest experience for all candidates. Location: Various municipalities across Ohio Overview: As a City Planner, you will develop plans and programs for the use of land and physical facilities of municipalities. You will assess the feasibility...
Destinationone Consulting
Columbus, OH3 days ago - JOB OVERVIEW: Shasta Beverages is seeking a Production Scheduler who will overseeing all aspects of production scheduling, procurement, and inventory management to ensure the timely, cost effective replenishment of finish goods in accordance with customer needs and ...Full timeWork at officeFlexible hours
National Beverage
Columbus, OH4 days ago $20 per hour
Americold in Columbus, Ohio is looking for a responsible individual to manage order allocation and workflow management. Candidates should possess a high school diploma or GED, along with customer service skills and attention to detail. The role demands effective communication...Hourly pay$133.4k - $200.1k
012 NiSource Corporate Services Co is seeking a Tax Strategy and Planning Manager in Columbus, OH. This hybrid position requires strong technical research skills and the ability to advise on tax implications for infrastructure and energy projects. The ideal candidate will...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Wealth Planner. Be the first to apply!
Related searches
- senior planner Columbus, OH
- corporate meeting planner Columbus, OH
- travel planner Columbus, OH
- planning specialist Columbus, OH
- meeting planner Columbus, OH
- transportation planner Columbus, OH
- planning associate Columbus, OH
- workforce planner Columbus, OH
- operations planner Columbus, OH
- facilities planner Columbus, OH